Number of Shares
138,070.00
Current Holdings Value*
$9.89 Mil
% of Portfolio
3.02%
Total Estimate Gain
$-1.82 Mil
% of Total Estimate Gain
-17.26%

Goodman Advisory Group, LLC's PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Holding Summary

As of 2025-03-31, Goodman Advisory Group, LLC held 138,070.00 shares of PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund(ZROZ), totaling $9.89 Mil. This investment constitutes 3.02% of their stock portfolio, and Goodman Advisory Group, LLC now holds 0.64% of the outstanding PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund(ZROZ) stock.

The initial trade took place in 2023Q3. And since then Goodman Advisory Group, LLC has made 6 purchases of ZROZ, at an average price of $75.91, for a total of 139,188.00 shares. In addition, there have been 1 sales at an average price of $80.37 for 1,118.00 shares. Based on historical transaction data and ZROZ's current price of $62.66, Goodman Advisory Group, LLC's estimated gain on his ZROZ holdings is $-1.82 Mil, reflecting a -17.26% gain to date.

Goodman Advisory Group, LLC ZROZ ($62.66) Holding Chart

Goodman Advisory Group, LLC ZROZ ($62.66) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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